Transaction merge

cookie87's Avatar

cookie87

12 May, 2015 12:41 AM

Please, please, please revise investment accounts so that downloaded transactions can be merged with manually keyed transactions, and so that reminders (for things like a paycheck) can be set up with splits? Many, many people with a brokerage account uses it also as a checking account, like any other checking account, so it would be beyond wonderful if MD could do the same.

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  1. 31 Posted by markritchie on 18 May, 2019 04:58 PM

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    Another vote for the ability to merge investment transactions. I found this thread while trying to figure out how to merge downloaded transactions from my HSA. I already have my paycheck setup with splits, one of which is a transfer to my HSA investment account. However, when I try to download transactions (from Fidelity in this case), MD tries to add a duplicate transaction for my paycheck contributions since it won't let me merge it with the existing transfer created by my paycheck.

  2. 32 Posted by avp2 on 28 May, 2019 03:16 PM

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    I have not seen anyone not want this feature. And, it has been on the lists for quite some time.

  3. 33 Posted by cyclnz on 15 Jun, 2019 02:51 PM

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    +1

    I am also one that uses my brokerage account as my primary checking account.

  4. 34 Posted by Pat Conroy on 16 Jun, 2019 07:40 PM

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    +1

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  5. 35 Posted by Michael on 15 Aug, 2019 07:49 PM

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    4 years later and we're still crossing fingers they eventually figure out a way to marge investment txns or at least come up with a non-kludgy way to mark (and hide!) them so they don't keep downloading every time.

  6. 36 Posted by Jill Wilson on 15 Aug, 2019 10:09 PM

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    I have several credit cards that are auto paid in full from my brokerage
    account. I find that it works out better if I delete the reminder
    transactions (that I use as a placeholder so I know what my cash flow is)
    the day before I download the actual transactions from the brokerage
    account. Then I can accept the brokerage transactions and merge the credit
    card transactions in the CC accounts.

    I really should not have to do this. This needs to be fixed.

  7. System closed this discussion on 14 Nov, 2019 10:10 PM.

  8. Dave Kremer re-opened this discussion on 07 Jun, 2020 06:27 PM

  9. 37 Posted by Dave Kremer on 07 Jun, 2020 06:27 PM

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    More than 5 years since this issue was first raised and still not a single response from the support staff. No blog posts or releases for the entire product for nearly a year. Feels like a dead or dying product.

    I think I'm done dealing with single developer commercial products. Maybe it's time for me to move to something like GNU Cash.

  10. Support Staff 38 Posted by Sean Reilly on 09 Jun, 2020 10:16 PM

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    Hi All,

    I just wanted to let you know that I do still plan on adding the ability to merge (and generally clean up) downloaded investment transactions into Moneydance. I understand that it's frustrating to have seen this feature requested for so long and it still not being implemented.

    I wonder if it would be of any use to provide the merge function but only for non-security transactions in the Bank Transactions part of the register?

    Thanks,
    Sean

    --
    Sean Reilly
    Developer, The Infinite Kind
    https://infinitekind.com

  11. 39 Posted by jeffrey.falgout on 09 Jun, 2020 10:22 PM

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    Merging bank transactions only would cover my use case

  12. 40 Posted by Dave Kremer on 09 Jun, 2020 11:16 PM

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    Thank you for responding to this.

    Merging bank transactions would fix this problem for me.

    In my case, it's a Fidelity Cash Management account that causes the problems. It is a brokerage account that also acts like a checking account. I have a debit card, can write checks, do automatic payments, direct deposit and Fidelity will replenish the checking portion of the account with transfers from another brokerage account. Many of those cases have the same transaction getting downloaded from more than one source and not being able to merge them is a pain.

    By the way, it's not just that this issue has been around for a long time without getting implemented. In my opinion, the real issue is that people submit things to these discussion lists and no one from Infinite Kind provides any kind of response. Just leaving things to close without some response drives me and probably a lot of other customers nuts. PLEASE have someone from support respond to posts instead of letting them just get closed by the system.

  13. 41 Posted by john on 09 Jun, 2020 11:45 PM

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    This exactly – and like Dave Kremer – it’s a brokerage account – but the securities stay separate from the cash account – how MS Money and Quicken (arrgh!) do it today… The account has 2 sides. One for the securities, the other for the cash and banking transactions.

  14. 42 Posted by cookie87 on 09 Jun, 2020 11:51 PM

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    Yes, the merge function is most necessary for the non-security bank transactions - that’s what we’ve been asking for, for YEARS. Thank you for hopefully actually doing it. I’m not paying for another upgrade without it.

  15. 43 Posted by Larry Donahue on 09 Jun, 2020 11:52 PM

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  16. 44 Posted by Pat Conroy on 11 Jun, 2020 12:58 AM

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    Hi Sean,

    Yes for me I think that would be the more useful part.

    Thanks,
    Pat.

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